Find a Financial Advisor in Meriden, CT

 

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We did the hard work of finding trustworthy partners in Meriden, CT.

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We Only Work With The Best Meriden Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Meriden, CT


  • Financial Advisor Close to Meriden, CT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Meriden, CT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Meriden, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Meriden financial advisors.
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How Retirement-Friendly is Meriden, CT?

  • Population: 59,676
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $172,700
  • Average Monthly Housing Cost: $1,128
  • Average Household Income: $75,379
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)



The Top Financial Advisor Firms in Meriden, CT

 

INFINEX INVESTMENTS, INC.

Website

(203) 599-6000

538 Preston Avenue

Meriden, CT 6450

SEC#: 801-67242
Years in Business: 15 years

 


Meriden, CT Financial Advisor FAQs

Good financial advisors can create customized plans for their clients based on specific needs. Be sure the advisor you choose is qualified to work with your specific situation and that they provide unbiased advice. It's also important that an advisor is transparent about fees-you want to save as much of your money as possible.
What you ask a financial advisor really depends on your goals, which is why it's so important to have a discussion with your account before getting into the nitty-gritty of asking questions.
Financial advisors are paid by commissions, or by charging a fee for their services.
Yes. If you're looking to achieve financial security, a professional is always recommended. Financial advisors offer a range of services from investment portfolio management and retirement planning, to asset protection and tax minimizing strategies as well as estate guidance for those who are about to pass on their fortune.